Event Sponsors
Date and Time
Wednesday Feb 9, 2022
7:30 AM - 8:30 AM CST
Location
Portage County Business Council office
5501 Vern Holmes Drive
Stevens Point, WI 54482
Zoom option also available. See link below. Please indicate which way you will be joining us.
Fees/Admission
Website
Contact Information
Karen Myers, Director of Programs & Events - 715-344-1940
Send Email
Description
BUSINESS X-CHANGE PRESENTATION – WEDNESDAY, FEBRUARY 9, 2022
Business X-Change meets regularly throughout the year. Our February X-Change will be held in person at the Portage County Business Council office or by Zoom. Business X-Change allows business owners and their employees the opportunity to discuss pertinent topics, learn from local industry leaders and, most importantly, learn from each other.
There is no cost to attend. Coffee and Danish provided.
Title: "Becoming Seriously Wealthy - How to Harness the Strategies of the Super Rich and Ultra-Wealthy Business Owners"
Presented by:
Jason Glisczynski
Silvertree LLC
About the Program: As a business owner, you work extremely hard. You may even have created substantial value in your business. As a business owner himself, Jason knows how easy it is to focus so much of our valuable time and resources on our business that we often neglect the entire reason we are in business in the first place! Most of us are in business not out of greed but rather to create serious wealth so you can take care of the people you love, the causes you care about, and make a difference in your world.
Jason made it his life's work to help successful business owners like you make smart decisions about their wealth. On February 9th Jason will be presenting Becoming Seriously Wealthy - How to Harness the Strategies of the Super Rich and Ultra-Wealthy Business Owners. Attendees will have the opportunity to receive a complimentary copy of the book Becoming Seriously Wealthy - How to Harness the Strategies of the Super Rich and Ultra-Wealthy Business Owners ($20 value) by Russ Alan Prince and John J. Bowen as a thank you for attending.
Key Points to Include:
- Strategies for reducing your taxes on your investments, increasing your retirement savings, providing for your heirs, and protecting your hard-earned wealth.
- An approach for systematically making informed decisions about your money.
- How to choose financial professionals who can provide the assistance you need - and the types of professionals to avoid.
About our Presenter:
Jason Glisczynski, CERTIFIED FINANCIAL PLANNER™ Professional leads business owners and upper-level management to a work optional lifestyle in 7 1/2 years or less, often before they turn age 65. Jason has been regularly recognized in the financial services industry as a top advisor and thought leader. He has appeared on CBS, ABC, WSAU, WAOW, WSAW, Advisor's Magazine, Advisor Perspectives, Investopedia, and has trained advisors across the country on ways to maximize the potential of their clients. Jason is the co-founder and CEO of Silvertree Retirement Planning of Stevens Point, WI with nearly 20 years of experience, a member of the VFO (Virtual Family Office) Inner Circle, and head of the Silvertree Private Wealth Management division, a Virtual Family Office.
Investment Advisory Services offered through Brookstone Capital Management (BCM) LLC, a Registered Investment Advisor. Silvertree, LCC and BCM are separate companies.
What is Business X-Change? Allows business owners and their employees the opportunity to discuss pertinent topics, learn from local industry leaders and, most importantly, learn from each other. Business X-Change meets regularly throughout the year from 7:30 - 8:30am.
Special THANK YOU to Silvertree LLC for their sponsorship of this program.
